select clients who filed a specific form

dickwellscpa · ‎07-15-2020

Just-Lisa-Now- · ‎07-15-2020

There are a handful of Query choices, from Homebase, top menu bar choose Homebase then Query in the menu....see what kind of choices they give you.

Oh and a query can take a long time to run depending on how many clients you have, so be prepared for your program to be tied up during this time.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Tom C · ‎07-15-2020

Trying to determine which clients filed Form 8960; does not appear to be on the Query list. Is there a way to set up your own Query?

IntuitCharlene · ‎07-15-2020

There is not a way to create your own query. The Client Analyzer Query does have some more queries but nothing for the 8960.

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select clients who filed a specific form

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